Apella Capital LLC Purchases 2,498 Shares of Eli Lilly and Company $LLY

Key Points

• Apella Capital increased its Eli Lilly stake by 58.4% in the third quarter, purchasing 2,498 additional shares and bringing its holdings to 6,774 shares worth approximately $8.05 million. Institutional investors collectively own 82.53% of the company.
• Eli Lilly reported quarterly EPS of $8.38, exceeding the $6.40 consensus estimate, while revenue rose 47.7% year over year to $22.97 billion. Shares recently traded near $1,169.77, with a market capitalization of roughly $1.10 trillion.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $1,313.43, supported by the company’s obesity-drug pipeline and AI drug-discovery partnership. However, the stock’s roughly 40-times trailing earnings valuation leaves it exposed to growth slowdowns, pricing pressure, GLP-1 competition and regulatory uncertainty.

Apella Capital LLC increased its position in Eli Lilly and Company (NYSE:LLY - Free Report) by 58.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,774 shares of the company's stock after purchasing an additional 2,498 shares during the quarter. Apella Capital LLC's holdings in Eli Lilly and Company were worth $8,053,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Bank of America Corp DE purchased a new position in Eli Lilly and Company in the 2nd quarter valued at about $13,522,666,000. Jupiter Topco LLC purchased a new stake in shares of Eli Lilly and Company during the second quarter worth about $4,667,180,000. Fifth Third Bancorp lifted its stake in shares of Eli Lilly and Company by 321.3% in the first quarter. Fifth Third Bancorp now owns 1,963,490 shares of the company's stock worth $1,805,959,000 after acquiring an additional 1,497,423 shares in the last quarter. Assenagon Asset Management S.A. lifted its stake in shares of Eli Lilly and Company by 353.7% in the first quarter. Assenagon Asset Management S.A. now owns 1,550,234 shares of the company's stock worth $1,425,859,000 after acquiring an additional 1,208,510 shares in the last quarter. Finally, Corient Private Wealth LP purchased a new position in Eli Lilly and Company in the second quarter valued at about $764,116,000. Hedge funds and other institutional investors own 82.53% of the company's stock.

Eli Lilly and Company Price Performance

Shares of LLY opened at $1,169.77 on Friday. The firm has a market cap of $1.10 trillion, a price-to-earnings ratio of 39.25, a PEG ratio of 1.46 and a beta of 0.46. The stock has a 50 day moving average of $1,173.78 and a 200-day moving average of $1,096.45. The company has a current ratio of 1.35, a quick ratio of 1.00 and a debt-to-equity ratio of 1.41. Eli Lilly and Company has a 52 week low of $783.85 and a 52 week high of $1,292.65.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $8.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.40 by $1.98. The business had revenue of $22.97 billion for the quarter, compared to analyst estimates of $20.82 billion. Eli Lilly and Company had a return on equity of 97.83% and a net margin of 33.53%.The business's revenue was up 47.7% compared to the same quarter last year. During the same period in the prior year, the company posted $6.31 EPS. Eli Lilly and Company has set its FY 2026 guidance at 35.500-36.500 EPS. As a group, analysts forecast that Eli Lilly and Company will post 36.66 EPS for the current year.

Eli Lilly and Company News Summary

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target on Eli Lilly (LLY) to $1,440 from $1,410 and maintained an “overweight” rating, implying substantial upside from recent trading levels. Cantor Fitzgerald price target report
• Positive Sentiment: Lilly and Nvidia committed up to $1 billion to establish an artificial-intelligence drug-discovery laboratory. The initiative could improve research efficiency and strengthen Lilly’s future pipeline, although financial benefits are likely long term. Nvidia and Eli Lilly AI drug discovery lab
• Positive Sentiment: Investor commentary remains bullish on Lilly’s growth beyond Mounjaro and Zepbound, highlighting retatrutide, manufacturing expansion, oncology products and other pipeline opportunities. Retatrutide’s potential for greater weight loss could provide another major growth driver if late-stage trials and regulatory review succeed. Eli Lilly obesity business analysis
• Positive Sentiment: New early-stage studies are expanding Lilly’s obesity and Alzheimer’s pipelines, while its oncology portfolio—including Jaypirca, Inluriyo and Retevmo—could offset slower growth from mature products. Lilly obesity drug trial
• Neutral Sentiment: Lilly signed a research collaboration and licensing agreement with InnoCare Pharma covering as many as five drug targets. The deal broadens potential discovery opportunities, but the targets remain early-stage and do not yet provide near-term revenue visibility. InnoCare and Eli Lilly deal
• Negative Sentiment: LLY remains valued at roughly 40 times trailing earnings, leaving the shares sensitive to slowing growth, pricing pressure and stronger competition in the GLP-1 market. Recent commentary argues the long-term opportunity is attractive but acknowledges that expectations are already high.
• Negative Sentiment: New WHO childhood-obesity guidance may increase scrutiny around the use, access and long-term safety of obesity medicines, creating regulatory and reimbursement uncertainty for Lilly and Novo Nordisk. WHO childhood obesity guidelines

Insider Buying and Selling at Eli Lilly and Company

In other Eli Lilly and Company news, CAO Donald Zakrowski sold 2,000 shares of the stock in a transaction on Monday, August 10th. The shares were sold at an average price of $1,185.01, for a total transaction of $2,370,020.00. Following the sale, the chief accounting officer directly owned 1,526 shares of the company's stock, valued at approximately $1,808,325.26. This represents a 56.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Patrik Jonsson sold 6,500 shares of the firm's stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,175.10, for a total transaction of $7,638,150.00. Following the completion of the transaction, the executive vice president owned 54,147 shares in the company, valued at approximately $63,628,139.70. The trade was a 10.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 13,500 shares of company stock worth $15,958,170 over the last 90 days. Insiders own 0.14% of the company's stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on the company. Leerink Partners lifted their price objective on Eli Lilly and Company from $1,119.00 to $1,232.00 and gave the stock an "outperform" rating in a report on Thursday, June 25th. Wall Street Zen cut Eli Lilly and Company from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 23rd. Wells Fargo & Company raised their price target on shares of Eli Lilly and Company from $1,280.00 to $1,330.00 and gave the stock an "overweight" rating in a research report on Thursday, August 6th. Weiss Ratings upgraded shares of Eli Lilly and Company from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, August 26th. Finally, The Goldman Sachs Group upped their price target on shares of Eli Lilly and Company from $1,367.00 to $1,371.00 and gave the company a "buy" rating in a report on Thursday, September 17th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,313.43.

About Eli Lilly and Company

Eli Lilly and Company is a global pharmaceutical company headquartered in Indianapolis, Indiana. Founded in 1876 by Colonel Eli Lilly, the company researches, develops, manufactures and markets medicines for a range of conditions, including diabetes, obesity, cancer, immunological disorders, neurological diseases and pain.

Its products include Mounjaro and Zepbound, which contain tirzepatide and are used for type 2 diabetes and chronic weight management, respectively. Other key medicines include Trulicity for diabetes, Verzenio for certain breast cancers, Taltz for inflammatory and autoimmune conditions, Humalog insulin, and Kisunla for early symptomatic Alzheimer's disease.

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